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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,164 | $88,778-34.5% | $81,844-28.9% | $145,884-60.1% |
| Participation rate | 28.6% | 75.1%-46.5pp | 72.4%-43.8pp | 80.3%-51.7pp |
| Annual return | 7.12% | 1033.03%-1025.9pp | 778.87%-771.8pp | 551.85%-544.7pp |
| Employer contribution / active EE | $734 | $3,087-76.2% | $2,916-74.8% | $4,662-84.3% |
| Participant deferral / active EE | $1,908 | $4,648-59.0% | $4,323-55.9% | $6,690-71.5% |
| Admin fee / account holder | $106,618 | $8,430+1164.7% | $7,355+1349.5% | $13,392+696.1% |